Baldwin Wealth Partners’s Vanguard S&P 500 ETF VOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $3.82M | Sell |
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|
2025
Q2 | $3.61M | Sell |
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|
2025
Q1 | $3.27M | Buy |
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|
2024
Q4 | $3.24M | Buy |
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|
2024
Q3 | $331K | Buy |
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|
2024
Q2 | $123K | Hold |
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|
2024
Q1 | $118K | Hold |
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|
2023
Q4 | $107K | Sell |
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|
2023
Q3 | $141K | Hold |
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|
2023
Q2 | $147K | Sell |
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|
2023
Q1 | $143K | Buy |
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|
2022
Q4 | $126K | Hold |
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|
2022
Q3 | $118K | Sell |
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|
2022
Q2 | $160K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $13K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $27K | Hold |
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|
2019
Q3 | $25K | Hold |
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|
2019
Q2 | $24K | Hold |
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|
2019
Q1 | $23K | Hold |
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|
2018
Q4 | $21K | Hold |
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|
2018
Q3 | $24K | Hold |
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|
2018
Q2 | $22K | Buy |
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